Ask the Dolans: How do I switch an IRA from one broker to another?


Ken and Daria Dolan, America's First Family of Personal Finance, answer your money questions every Friday.

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An IRA account is a crucial tool to your retirement planning ... and one that comes with a lot of rules. Even if you have a good grasp on how to proceed with your contributions and withdrawals, some confusing special situations can arise. One such situation is moving your IRA to a new broker. How is it done? What are the risks and fees associated with it? Don't worry! We have all the answers you need.

Dear Ken and Daria,

Can I switch an IRA account from one broker to another without cashing it out?


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